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Wilson Tran

Wilson Tran

Senior Associate, Trader at Ramirez Asset Management, Inc.

New York, NY , United States

About

Wilson Tran is a Senior Associate and Trader at Ramirez Asset Management in New York, NY, where he specializes in fixed income trading and portfolio management. In his current role, Tran is responsible for trade execution and supporting investment strategies, with a focus on sectors including agency and non-agency residential mortgage-backed securities (RMBS), asset-backed securities (ABS), and structured finance products.

Prior to joining Ramirez Asset Management in 2023, Tran held progressive roles as Investment Associate and Analyst–Trader at Semper Capital Management, where he gained extensive experience analyzing credit risk and trading structured products, especially in mortgage- and asset-backed securities. His track record includes managing trades, performing market analysis, and assisting with portfolio construction for institutional clients.

Tran holds a Bachelor of Science in Accounting and Finance from Syracuse University's Martin J. Whitman School of Management and also earned a Bachelor's degree in Finance from City University of Hong Kong. His expertise in fixed income markets and structured credit supports his contributions to innovative portfolio strategies and risk management within the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Ramirez Asset ManagementSenior Associate, TraderJul 2023 to Present
Structured Products: Non-Agency MBS, ABS, CMBS and Agency MBS
Semper Capital Management, L.P.Investment Associate, TraderDec 2021 to Jul 2023
Resi Credit, CMBS and ABS
Semper Capital Management, L.P.Investment Analyst, TraderMay 2019 to Dec 2021
EYSenior Analyst - Structured FinanceSep 2018 to May 2019
EYAnalyst - Structured Finance AdvisoryOct 2016 to Sep 2018
- Valuation Analysis and Pricing: Structured Credit - ABS/RMBS/Agency Transaction Services
EYStructured Finance Advisory Summer AnalystJun 2015 to Aug 2015
Harris Fraser GroupInvestment Research AnalystApr 2015 to May 2015
» Created a presentation of investment pitches based on 2015 UK general election results that analysts and agents presented to current and prospective clients » Performed risk analysis on 25 mutual fu...
Euro-Pro (creator of the Shark and Ninja brands)Financial Planning and Analysis Summer AnalystMay 2014 to Aug 2014
» Streamlined the approval process for $6M instore displays budget by creating a standardized template that reduced approval time and lead to accurate reporting » Analyzed volume discounts from suppl...
Macy'sSales AssociateMay 2013 to May 2014
» Achieve Macy’s sale, presale, and credit goals » Assist customers with personal recommendations, returns, exchanges, and sales » Improve the display of several different departments, potentially inc...
Mystic Valley Elder ServicesDelivery DriverMay 2013 to Aug 2013

Education

Syracuse University - Martin J. Whitman School of Management

Bachelor of Science (B.S.), Accounting and Finance

2012 2016

City University of Hong Kong

Bachelor's degree, Finance

2015 2015

Skills & Expertise

Cash Flow Forecasting
Management
Teamwork
Data Analysis
Microsoft Office
Bloomberg Terminal
Microsoft Word
PowerPoint
Microsoft Excel
Asset Management
Market Research
Time Management
Equity Research Analysis
Financial Analysis
Valuation
Structured Finance

Others at Ramirez Asset Management, Inc. (10)

NameRoleLocation
Helen Yee
Helen Yee
Senior Portfolio ManagerNew York, NY , United States
R
Rex M
Senior Vice President and Portfolio ManagerChicago, IL , United States
R
Robert Deibel
Quantitative AnalystAustin, TX , United States
Satyam Mallick
Satyam Mallick
Vice President, U.S Investment Grade ResearchNew York, NY , United States
Brett Rodger
Brett Rodger
AssociateNew York, NY , United States
Dmitro Golovanich
Dmitro Golovanich
AssociateAurora, CO , United States
E
Elaine Li
AssociateNew York, NY , United States
Heidi Halder
Heidi Halder
Vice President, U.S Investment Grade ResearchNew York, NY , United States
John Wu
John Wu
Portfolio ManagerChicago, IL , United States
Rohan Aluka
Rohan Aluka
Investment AnalystNew York, NY , United States

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